The Asset Management Tax industry is experiencing a new normal globally, with environmental, social and corporate governance (ESG), new technologies, regulatory change and more shaping the future of the industry. Institutional investors are no different, with the same factors impacting investment decisions around the world. For both, tax considerations are underpinning these decisions.

So, what should be top-of-mind? Hear from KPMG leaders on trends shaping Asset Management Tax.

What are the top three trends for Institutional Investors?


KPMG leaders Dave Neuenhaus, Global Sovereign Wealth and Pension Funds Tax Lead, Partner-in-Charge, NY Financial Services Tax, KPMG US, and Eric Janowak, Global Sovereign Wealth and Pension Funds Tax, Deputy, KPMG US, explore the top three global trends hitting institutional investors today, as well as what’s in store for the future of the practice.


Our insights

For asset managers or sovereign wealth funds that are potentially in-scope of Pillar Two, or where the application of the scope rules are uncertain, now is the time to think about next steps.

KPMG member firms are some of the leading financial advisers to the Asset Management industry.

Navigate the future of tax: pressing business issues and opportunities facing tax and business leaders today.

Our people

David Neuenhaus

Global Institutional Investors / Sovereign Wealth and Pension Funds Tax Lead

KPMG in the U.S.


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